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Speaking of Query Request...
You can query process requests that are in progress, completed, or cancelled.
So, for example, you can check in which task a specific request is; which user is the person responsible for starting the request; the request status; the histories of each activity; the process activity flow, among other information.
A regular user can only view the requests that they started, participated in, or the public process requests.
A user defined as manager of a process can also view the requests in which they participated as Manager and the requests under their management.
Only an administrator user has permission to view all process requests.
Query Request
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01. From the main menu, click Processes.
02. Click Query requests.
03. Define the parameters of your choosing to select the requests to be displayed. The query can be filtered By processes or By requests.
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Information required in the By processes filter: From the current date / Until From the request / Until Status
Request
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Basic Path
01. Select the Query Requests feature in the main menu.
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The shortcut for the Query Requests feature is available in the main menu through the Processes icon. |
02. Enter the start and end dates, defining a range within which process requests will be searched.
03. Enter the start and end request code range, defining an interval within which process requests will be searched.
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If the objective is to query only determined requests, just unselect the Search by Range field and enter the number of requests separated by semicolon (;) in the Request field. |
04. Check the statuses that should be considered in the search.
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The available options are:
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05. Among the available processes, select the one that should be considered for the process request query.
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There is the "All Processes" option, in this case, all processes that exist in Fluig will be queried. |
06. Select one option of the Parameters field to define what requests should be considered in the query.
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The available options are:
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07. If you selected a specific process, it is possible to select, among the released versions, which should be considered for the query of process requests.
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There is the option "All Versions", in this case, the filter by version will not be applied. |
08. If you selected a specific version for a process, you can select between existing activities in that version, which should be considered for the query of process requests. If any activity is selected, Fluig returns requests that, at the time of the query, are in that particular activity.
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There is the option "All Activities", in this case, the filter by activity will not be applied. |
09. You can insert in the query result the name of the person responsible and the date of completion of all activities through which the process has passed.
Search by description
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04. Click Search to view the query result on the screen.
Results found
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01. After selecting the type of request to view and clicking “Export”, the result list will be displayed.
02. View the requests and use the icon to return to the top of the screen.
03. After finding the desired request, click on the request to view its details.
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Open the request to view details such as the process diagram, forms and attachments, among others. Refer to View request details for more information.. |
04. After viewing all the desired information about the request, click Close.
Export
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01. After setting the required query information, described in the basic path, click Export.
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The query export will run in the background. When it is finished, the platform posts the file in the user’s private folder, which must be enabled, and notifies you by e-mail when the process is complete. This exported file necessarily must contain the following columns:
The columns above are default and always appear at the beginning of the exported file. Data related to the activities and forms can also be added to this file. However, the order in which these columns are displayed can be changed, depending on the amount of requests, activities moved and form fields defined in the query parameters. When the Add activity data option is checked for the ongoing activity, the person currently responsible for it is displayed, and the completion date column is left blank. Only the activities through which some query request went through will be listed. The other activities of the process will not be displayed. The exported file will include data for the movement of activities of the processes selected for the query. Only moved activities will be included. Therefore, the movement of the request can generate a greater number of columns. Each activity is represented by two columns:
When the Add form data option is checked, the file adds the fields of the forms related to the processes selected for query. The form fields are included in the exported file for each process found, forming a cascade of information, and the order of the columns for each form depends on its storage model.
If the form is stored in multiple tables: the fields are displayed in the same order that they were added to the form. In the first version, they will be displayed in the same order they were added when the form was created. In subsequent versions, each new field added to the form will be included at the end of the file. |
Advanced export
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01. Click the arrow next to the Export button to view the Advanced export option.
02. In the new window, select the type of information to view when exporting the query.
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Available options:
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If this option is enabled, you cannot view this report in the screen. Only the export will be enabled. For the current activity, display the current person responsible for it and the completion date column will be blank.
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If this option is enabled, you cannot view this report in the screen. Only the export will be enabled. |
11. You can choose to View the result on the screen or export it.
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If you choose to export the result, the query will be run in the background, when finished, Fluig will post the file in the user's private folder and will notify you by email when the process is complete. If you choose to view, a screen will appear with the result of the query. |
12. Click the Open Processes tab.
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In this tab, you can view the open requests found according to parametrization entered in the query. |
13. Click the Finished Processes tab.
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In this tab, you can view the finished requests found according to parametrization entered in the query. |
14. Click the Canceled Processes tab.
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In this tab, you can view the canceled requests found according to parametrization entered in the query. |
15. Select the request you want to query. To open it, click the request code.
16. To view the request details, access the Process Details tab.
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In this tab, you can view the general information and details, such as person responsible and request current activity end deadline. |
17. To view the annotations done during the request progress, access the Annotations tab.
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In this tab, an annotation history of hours used in this request is displayed. |
18. To view the request movement history, access the History tab.
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In this tab, a history divided by the request movement sequences, with information such as activity, person responsible, date and observations of movements, is displayed. By standard, only the last movement displays its details. To display the details of another movement, just click it. It is also possible to display the details of all movements by pressing the Display All option. |
19. To view the attachments published during the request progress, access the Attachments tab.
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In this tab, the request attachments are displayed. To view them, just click the attachment icon desired. If the user does not have view permission for the attachment, a message informing they don't have view permission will be displayed. |
20. To view the request main form, access the Form tab.
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In this tab, the request form, where you can view data filled out in the request execution, is displayed. Below the form, there is the Print button, which allows form printing when pressed. |
21. To view the process flow chart, access the Process tab.
22. Click Close.
Speaking of Query Request...
Fluig enables querying the requests of processes in progress, finished or canceled.
So, for example, you can check in what task a specific request is; what user is the person responsible for the request start; the request status; the histories of each activity; the process activity flow, among other information.
A Fluig common user can only view the requests that they started, participated or the public process requests.
A user defined as Manager of a process can also view the requests where they participated as Manager and the requests under their management.
Only an "Administrator" user has permission to view all process requests.
The query export will run in the background. When it is finished, the platform posts the file in the user’s private folder, which must be enabled, and notifies you by e-mail when the process is complete. This exported file necessarily must contain the following columns:
The columns above are default and always appear at the beginning of the exported file. Data related to the activities and forms can be added to this file. However, the order in which these columns are displayed can be changed, depending on the amount of requests, activities moved and form fields defined in the query parameters. When the Add activity data option is checked for the ongoing activity, the person currently responsible for it is displayed, and the completion date column is left blank. Only the activities through which some query request went through will be listed. The other activities of the process will not be displayed. The exported file will include data for the movement of activities of the processes selected for the query. Only moved activities will be included. Therefore, the movement of the request can generate a greater number of columns. Each activity is represented by two columns:
When the Add form data option is checked, the file adds the fields of the forms related to the processes selected for query. The form fields are included in the exported file for each process found, forming a cascade of information, and the order of the columns for each form depends on its storage model.
If the form is stored in multiple tables: the fields are displayed in the same order that they were added to the form. In the first version, they will be displayed in the same order they were added when the form was created. In subsequent versions, each new field added to the form will be included at the end of the file |
03. trigger Export.
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If a request query is exported and the platform notification is not delivered, the completion notification e-mail is not received, and the file is not generated, the user probably does not have the My Documents folder where the file must be saved. In this case, open the Control Panel, General - Parameters tab, and check the option “Enable my documents”. If the folder does not appear after completing this procedure, a database Insert must be performed. Open a ticket for the support team informing the database type and version, and inform whether it was converted from ECM to TOTVS Fluig Platform. |
| Informações | ||
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This documentation is valid as of the 1.6.5 update - Liquid. Previous updates may contain different information than what you see on your platform. |
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